M&A Transactions Director / Investment Banking VP

The Transaction Director leads and develops deal teams, manages a sizable portfolio of businesses for sale, and drives the firm’s growth by successfully closing client transactions. This sales-focused role requires strong negotiation, empathy, client and personnel management, and a deep understanding of mergers and acquisitions. This is a frontline M&A role involving daily interaction with multiple clients and buyers. The role reports directly to the office’s Managing Director, who previously held the position and provides guidance and support.

Job Responsibilities

• Work directly with business owners looking to exit their business or take on a strategic partner.
• Ensure the team remains responsive to all client requirements including adequate prompt callbacks.
• Maintain at least a high altitude understanding of each client in the portfolio, increasing in detail as the clients move through the process.
• Manage team’s movement of clients from deal preparation phase through the marketing phase and into negotiations with their acquirers.
• Lead response to any client complaints and notices of termination
• Directly handle the negotiations of larger clients leading up to letters of intent and then, working with the client’s attorney and accountant, drive the transaction through to closing.
• Supervise Assistant Team Leads with negotiations of smaller clients leading up to letters of intent and through to closing.
• Ensure all team members have the training and tools necessary to succeed.
• Ensure the team operates in a respectful, professional, and nurturing environment.
• Allocate tasks to provide each team member with new challenges, to maintain their engagement level, and to achieve high retention rates.

Job Requirements

• Have 5-10 years working as an M&A professional (e.g., broker, investment banker, accountant, attorney).
• Have 3+ years of personnel management experience, and a similar period of experience in roles entered in sales and/or direct client management.
• Understand the sequence of events in the company sale process.
• Have a firm understanding of financial statements, EBITDA calculations, and the process of identifying and defending add backs.
• Have a passing knowledge of the legal parameters involved in M&A transactions.
• Be familiar with a variety of transaction structures and their relevant merits and drawbacks to the seller.
• Possess the ability to learn the financial and market dynamics of new industries in relatively short periods.
• Work outside normal business hours at times, whether early or late, as required client schedules and expectations.
• Be available to travel for occasional overnight trips on short notice (rarely, if ever, longer than three days)
• Ability to obtain a Texas real-estate sales associate license within 7 months of employment (For employment in the Texas office).
• Have no unfavorable history with FINRA, the SEC, or any state regulatory agency.
• Must be able to work in the office, Monday-Friday.

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